Are you avoiding creating a budget because it hasn’t worked for you before? We can walk you through QuickBooks’ tools.

By |2023-11-20T09:53:36-05:00December 4th, 2023|Accounting and Auditing, Business, QuickBooks Tips, Taxation|

10 Tips for Better Budgeting… …and how QuickBooks can improve your chances of budget success Budgets are hard to maintain through the best of times let alone the last three years. First there was COVID. Then supply chain issues. Then a disastrous rise in inflation. If you’ve been trying to stick to a budget through [...]

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Do you receive payments for products or services on the spot? QuickBooks makes sales receipts easy to create.

By |2023-09-05T09:37:35-04:00September 5th, 2023|Accounting and Auditing, Business, QuickBooks Tips|

When Do You Use Sales Receipts? Invoices? Statements? QuickBooks offers multiple types of sales forms that are appropriate for different situations. Here’s a look at when they’re used and how to create them. QuickBooks is very good at providing tools for creating the business forms you need. If you’ve already created records for your customers [...]

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Good customer relationship management requires communication with customers. QuickBooks can facilitate this. Ask us.

By |2023-08-29T11:02:28-04:00August 29th, 2023|Accounting and Auditing, Business, Taxation|

How QuickBooks and Word Improve Customer Relationships The pandemic taught businesses a lot of things. One was the importance of staying in touch with customers. Hard to believe it was more than three years ago that many businesses had to shut down because of the COVID-19 pandemic. Others remained open, but tens of millions of [...]

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Have you explored QuickBooks’ Snapshots? They can provide a quick but deep look at your financial status.

By |2023-05-23T14:24:05-04:00June 1st, 2023|Accounting and Auditing, Business, QuickBooks Tips|

5 Things You Should Do Every Time You Open QuickBooks Some habits are good. Here are five of them that will keep you in the know about your financial status in QuickBooks. Usually when people talk about habits, they’re trying to find ways to break bad ones. Sometimes it’s difficult to even trace them back [...]

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QuickBooks’ form templates are fine, but you can personalize them to change their appearance and content. Ask us.

By |2023-02-27T09:31:38-05:00March 1st, 2023|Accounting and Auditing, Business, QuickBooks Tips|

Give Your Forms a Professional, Uniform Look in QuickBooks Adding a logo is a good start. But there are numerous ways you can make your QuickBooks forms look better. You know how you react when you get a sloppy, unattractive invoice from a vendor. You may wonder if they are as careless with the creation [...]

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Does your business set sales goals? QuickBooks can help you do so by looking at your sales history in reports. Ask us about this.

By |2023-02-03T11:54:01-05:00February 3rd, 2023|Accounting and Auditing, QuickBooks Tips, Taxation|

Make 2023 More Productive and Prosperous Using QuickBooks We’re one month into 2023. Are you ready for what may come the rest of the year? QuickBooks can help. Now that the holidays are over and you’ve settled back into a normal work pace, it’s a good time to assess where you are with your finances [...]

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